Financial Position Survey

Publications

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Gain a greater understanding of the complex wage and hour issues at independent schools and hear practical solutions to some of the myths and recurring issues facing school officials.

Long-Range Financial Model

Download an easy-to-use, customizable ten-year budget model. This tool creates charts and graphs which can easily be dropped into dashboards or other presentations. To learn how to use the model, watch this webinar.

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Human Resources Toolkit

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2011 NBOA Financial Position Survey (PDF)

Price: $149

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NBOA members can download the Financial Position Survey at no charge.

Description

The 2011 NBOA Financial Position Survey offers the first comprehensive look at the "balance sheet" of independent schools. The data within this study, collected from 232 independent schools, offers insight into what makes a school financially sustainable.

James Pugh (James Pugh & Associates LLC), a founding member of NBOA, collected 54 data points (similar to information collected in a Moody’s credit rating) from each of the participating schools to look at 11 key financial indicators that affect the financial management of said schools, including the gap between tuition (and fees) and educational expense.

For the first time, using this study, a school can now assess its financial strength relative to the rest of the independent school sector and develop data-based strategies toward a sustainable future.